# Bill Ruane — Ruane Cunniff LP Portfolio USD 6,427,483,000 · 54 positions · 2026 Q2 · history from 2024 Q1. Source: quarterly 13F filings via dataroma.com. Page: https://gigainvestors.com/RC ## Positions (2026 Q2) | Ticker | Company | % of portfolio | Value | This quarter | Holders | |---|---|---:|---:|---|---:| | GOOGL | Alphabet Inc. | 11% | USD 712,694,000 | -5.83% | | | TSM | Taiwan Semiconductor S.A. | 8.7% | USD 560,058,000 | -2.95% | | | FWONK | Liberty Media Corp Formula One Series C | 7.7% | USD 496,959,000 | -2.5% | | | SCHW | Charles Schwab Corp. | 6.6% | USD 421,799,000 | -3.04% | | | COF | Capital One Financial | 6.1% | USD 392,430,000 | -3.06% | | | ELV | Elevance Health Inc. | 5.9% | USD 378,840,000 | -29.42% | | | ICLR | ICON plc | 5.5% | USD 355,773,000 | +25.3% | | | GOOG | Alphabet Inc. CL C | 5.1% | USD 326,783,000 | -2.69% | | | SUNB | Sunbelt Rentals Holdings Inc | 5.0% | USD 318,778,000 | -22.36% | | | ICE | Intercontinental Exchange Inc. | 4.9% | USD 315,254,000 | -2.98% | | | MSA | MSA Safety Inc. | 4.7% | USD 300,525,000 | -3.09% | | | UNH | United Health Group Inc. | 4.6% | USD 293,249,000 | -3.14% | | | TECH | Bio-Techne Corp. | 3.7% | USD 236,596,000 | -1.27% | | | ROP | Roper Technologies Inc. | 3.6% | USD 228,380,000 | new | | | ALGN | Align Technology Inc. | 3.1% | USD 197,578,000 | -2.91% | | | SAP | SAP SE | 3.0% | USD 190,564,000 | +64.89% | | | ZTS | Zoetis Inc. | 2.6% | USD 169,108,000 | -2.96% | | | BRK.B | Berkshire Hathaway CL B | 2.3% | USD 150,453,000 | -3.13% | | | ACN | Accenture | 1.8% | USD 112,226,000 | -2.84% | | | META | Meta Platforms Inc. | 1.4% | USD 86,911,000 | -23.29% | | | BRK.A | Berkshire Hathaway CL A | 1.2% | USD 77,132,000 | -6.36% | | | FWONA | Liberty Media Corp Formula One Series A | 1.0% | USD 60,903,000 | -3.89% | | | AMTM | Amentum Holdings Inc. | 0.2% | USD 11,104,000 | -66.9% | | | LBRDK-OLD | Liberty Broadband Corp. CL C | 0.2% | USD 10,088,000 | -73.93% | | | CACC | Credit Acceptance Corp. | 0.1% | USD 3,361,000 | -96.39% | | | MU | Micron Technology Inc. | <0.1% | USD 2,496,000 | hold | | | LBRDA-OLD | Liberty Broadband Corp. CL A | <0.1% | USD 2,461,000 | -66.95% | | | GLIBK | GCI Liberty Inc. Series C | <0.1% | USD 2,460,000 | -77.48% | | | EQH | Equitable Holdings Inc. | <0.1% | USD 1,769,000 | -0.37% | | | GPI | Group 1 Automotive | <0.1% | USD 1,422,000 | +21.7% | | | VTI | Vanguard Total Stock Mkt ETF | <0.1% | USD 1,100,000 | +8.19% | | | LAD | Lithia Motors Inc. | <0.1% | USD 852,000 | -1.84% | | | J | Jacobs Solutions Inc. | <0.1% | USD 787,000 | -0.7% | | | GLBAV-OLD | GCI Liberty Inc. Series A | <0.1% | USD 617,000 | -77.92% | | | NFLX | Netflix Inc. | <0.1% | USD 578,000 | hold | | | VXUS | Vanguard Total Intl Stock | <0.1% | USD 549,000 | +8.59% | | | GMED | Globus Medical Inc. | <0.1% | USD 475,000 | hold | | | SDHC | Smith Douglas Homes Corp | <0.1% | USD 424,000 | +88.23% | | | CPA | Copa Holdings SA | <0.1% | USD 397,000 | hold | | | KSPI | Jsc Kaspi.kz ADR | <0.1% | USD 341,000 | -3.65% | | | AXP | American Express | 0.0% | USD 315,000 | hold | | | AAPL | Apple Inc. | 0.0% | USD 278,000 | hold | | | MSFT | Microsoft Corp. | 0.0% | USD 275,000 | hold | | | SBGI | Sinclair Broadcast Group Inc. | 0.0% | USD 256,000 | hold | | | DG | Dollar General | 0.0% | USD 252,000 | hold | | | FERG | Ferguson Enterprises Inc. | 0.0% | USD 237,000 | hold | | | VT | Vanguard Tot World Stk ETF | 0.0% | USD 224,000 | new | | | ATAI | AtaiBeckley Inc. | 0.0% | USD 222,000 | hold | | | CHTR | Charter Communications | 0.0% | USD 221,000 | -98.98% | | | HGV | Hilton Grand Vacations Inc. | 0.0% | USD 219,000 | new | | | SPGI | S&P Global Inc. | 0.0% | USD 216,000 | hold | | | BAC | Bank of America Corp. | 0.0% | USD 207,000 | new | | | STLA | Stellantis N.V. | 0.0% | USD 144,000 | hold | | | RMNI | Rimini Street Inc. | 0.0% | USD 143,000 | -4.53% | | ## Moves this quarter (41) - GOOGL Alphabet Inc.: -5.83% (USD 712,694,000) - TSM Taiwan Semiconductor S.A.: -2.95% (USD 560,058,000) - FWONK Liberty Media Corp Formula One Series C: -2.5% (USD 496,959,000) - SCHW Charles Schwab Corp.: -3.04% (USD 421,799,000) - COF Capital One Financial: -3.06% (USD 392,430,000) - ELV Elevance Health Inc.: -29.42% (USD 378,840,000) - ICLR ICON plc: +25.3% (USD 355,773,000) - GOOG Alphabet Inc. CL C: -2.69% (USD 326,783,000) - SUNB Sunbelt Rentals Holdings Inc: -22.36% (USD 318,778,000) - ICE Intercontinental Exchange Inc.: -2.98% (USD 315,254,000) - MSA MSA Safety Inc.: -3.09% (USD 300,525,000) - UNH United Health Group Inc.: -3.14% (USD 293,249,000) - TECH Bio-Techne Corp.: -1.27% (USD 236,596,000) - ROP Roper Technologies Inc.: new (USD 228,380,000) - ALGN Align Technology Inc.: -2.91% (USD 197,578,000) - SAP SAP SE: +64.89% (USD 190,564,000) - ZTS Zoetis Inc.: -2.96% (USD 169,108,000) - BRK.B Berkshire Hathaway CL B: -3.13% (USD 150,453,000) - ACN Accenture: -2.84% (USD 112,226,000) - META Meta Platforms Inc.: -23.29% (USD 86,911,000) - BRK.A Berkshire Hathaway CL A: -6.36% (USD 77,132,000) - FWONA Liberty Media Corp Formula One Series A: -3.89% (USD 60,903,000) - AMTM Amentum Holdings Inc.: -66.9% (USD 11,104,000) - LBRDK-OLD Liberty Broadband Corp. CL C: -73.93% (USD 10,088,000) - CACC Credit Acceptance Corp.: -96.39% (USD 3,361,000) - LBRDA-OLD Liberty Broadband Corp. CL A: -66.95% (USD 2,461,000) - GLIBK GCI Liberty Inc. Series C: -77.48% (USD 2,460,000) - EQH Equitable Holdings Inc.: -0.37% (USD 1,769,000) - GPI Group 1 Automotive: +21.7% (USD 1,422,000) - VTI Vanguard Total Stock Mkt ETF: +8.19% (USD 1,100,000) - LAD Lithia Motors Inc.: -1.84% (USD 852,000) - J Jacobs Solutions Inc.: -0.7% (USD 787,000) - GLBAV-OLD GCI Liberty Inc. Series A: -77.92% (USD 617,000) - VXUS Vanguard Total Intl Stock: +8.59% (USD 549,000) - SDHC Smith Douglas Homes Corp: +88.23% (USD 424,000) - KSPI Jsc Kaspi.kz ADR: -3.65% (USD 341,000) - VT Vanguard Tot World Stk ETF: new (USD 224,000) - CHTR Charter Communications: -98.98% (USD 221,000) - HGV Hilton Grand Vacations Inc.: new (USD 219,000) - BAC Bank of America Corp.: new (USD 207,000) - RMNI Rimini Street Inc.: -4.53% (USD 143,000) ## Portfolio value by quarter - 2024 Q1: USD 6,442,436,556 (34 positions) - 2024 Q2: USD 6,416,466,119 (37 positions) - 2024 Q3: USD 6,393,572,095 (37 positions) - 2024 Q4: USD 5,892,459,256 (39 positions) - 2025 Q1: USD 5,507,119,856 (38 positions) - 2025 Q2: USD 5,833,451,505 (43 positions) - 2025 Q3: USD 6,038,040,132 (47 positions) - 2025 Q4: USD 6,404,380,569 (48 positions) - 2026 Q1: USD 6,030,670,458 (50 positions) - 2026 Q2: USD 6,427,483,000 (54 positions)